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Concierge Services

Answering any questions that have a dollar sign attached to them—and even some that don’t.

Attentive Service Designed to Help You SWAN... Sleep Well at Night

At Diazo Wealth, we do things differently. You’ll likely notice that the moment you sit down with us. For starters, we’re not going to bombard you with figures, percentages, and rates of return.

Instead, your first meeting with us will focus on making sure you’re as relaxed as possible while we get to know what you’re all about. That means learning about your passions as well as your financial goals, your inspirations, and your investment experience.

Your story helps lay the foundation for our financial blueprint. And like any refined craftsman, we approach the process with attention to detail and a commitment to excellence. 

More specifically, it will entail getting to know you, your goals, and your vision for living your best life. Most importantly, it will involve learning what problems we can solve for you, what headaches we can take off your plate, and what worries are keeping you up at night. We know that one size does not fit all. The success of our clients derives from understanding the unique details of your situation and planning accordingly. We provide services and support with that in mind.

A "one-stop-shop" for all of your financial needs

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When working with Diazo, you can expect us to be accessible and available to answer any questions or concerns you may have. We know that those questions go beyond portfolio management. From starting a business to taking time off to travel, our clients have unique needs and questions.

Perhaps you’re wondering if you can afford to buy that new car you’ve been eyeing. Or maybe you have a question about minimizing your tax liability in the wake of an inheritance or the sale of your business. We encourage clients to reach out to their advisor regarding anything that involves a dollar- or percent-sign. That belief is why we've designed the suite of concierge services we offer to clients – essentially a "one-stop shop" for all of your financial wellness needs.

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It’s these white glove touches that help our clients overcome those small moments of paralysis, apprehension, and hesitation over financial matters. We know questions about finance can be daunting. That’s why we’re always here to educate you on unfamiliar concepts or situations and assist you with removing any roadblocks that may arise.

At Diazo, we invest in relationships. That means you’re never going to have to play an endless game of phone tag in order to speak to your advisor. Just let us know what’s keeping you awake at night—and leave the hard part to us.

Planning-Aligned Partnerships

Experience our exceptionally-curated network of trusted partners – all of whom we have vetted and trust to provide the premium customer service our clients deserve and come to expect – and you’ll find advice is our specialty.

Trust-and-Will

Trust & Will Services

Review of existing documents, creation & customization, estate planning, etc.

Charitable-Giving

Charitable Giving Strategies

Due diligence, tax planning, creation of customized plans, etc.

CPA

CPA Services

Tax preparation and filing, optimization strategies, accounting services, etc.

Mortgage-Consulting

Mortgage Consulting

Pre-approval, rate analysis, refinance, debt consolidation, etc.

Insurance

Insurance

Individual & Group Medical, Home, Auto, Life, Boat, Commercial, Medicare, etc.

Real-Esate-SERVICES

Real Estate Services

Property management, commercial analysis, negotiation & contract review, etc.

Lifestyle & Wellness Services

Our partnerships are not established in profit-sharing – just shared ownership of your success.

As a Diazo client, you have access to expert resources to help you manage life’s big financial decisions. Need to buy or sell a car or boat? Evaluating a project? Need to hire nursing help? Our project managers are here to help remove roadblocks and get things done right.

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Home Services

Home Renovations & Projects,  Solar Power Consultation & Installation Services, Home Theater Installation, Vendor Selection & Project Management, Quality Control & Progress Monitoring, Budgeting & Cost Analysis 
Home Services
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Business Consulting

Employment & Recruiter Services, Entity Formation, Business Exit Consultation, Medical Practice Consulting, Succession Planning, Family Business Transition Planning, Estate Planning for Business Owners
Business Consulting
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Lifestyle & Wellness

Car Negotiating Services, Assisted Living Facility Due Diligence, Medicare Consulting, Travel Planning, Nutrition & Fitness Coaching, Technology Purchasing Assistance, Relocation Services, Education Consultancy

Lifestyle & Wellness
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Multifarious Inquiries

Life can throw some interesting situations at you. If you need assistance and don’t know where to start, start with us. If we can’t help you, chances are we know someone who can.
Multifarious Inquiries

Start designing your future

When partnering with Diazo, you can count on your advisor to be accessible and ready to pick up when you call. Whether you’re concerned about the effects of market volatility on your retirement or need guidance buying a new car, your advisor is there to talk you through problems big and small— at least the ones with a dollar sign attached. And even a few that don’t. All you have to do is ask..

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